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Global Thinking


Go beyond the obvious and listen to the story behind the story.  Global Thinking shares our forward-looking perspectives on emerging global macro trends. We review long-term economic, geopolitical and social trends, including second and third order effects, to help financial professionals provide safer more predictable returns utilizing ETFs.

Aug 22, 2024

Investors have been pouring into Canadian ETFs at an unprecedented rate in 2024. While cash and US equity ETFs have dominated flows this year, recent trends suggest a shift is underway. Weaker economic data and volatility in Japan have investors worried, while international markets present compelling opportunities.

 

In the latest Global Thinking episode, Rob sits down with Daniel Straus, Director of ETF Research at National Bank, to discuss recent ETF trends and investment flows. Together, they explore why investors should focus on global opportunities and how to navigate the period ahead.

 

Show Notes:

00:00 - Exploring ETF Flows and Market Trends

05:08 - The Growth of the ETF Market

08:25 - Fixed Income Flows and the Demand for Cash

12:41 - The Appeal of International and Emerging Market ETFs

15:47 - The Unwinding of the Carry Trade in Japan

19:59 - Interest Rate Policy and Rate Movements

22:55 - Canadian Equity ETF Inflows and Home Bias

23:25 - Investing in Canada's Energy Markets

25:16 - Canadian Banks: A Demand Spot

28:06 - The Growth of Active ETFs in Canada

30:25 - Covered Call ETFs: Present Income vs. Future Upside

37:46 - Exploring Consciousness and Free Will